ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,991 Value ($000) $1,982 Avg Close Range
Q3 2025
Shares 70,826 Value ($000) $7,895 Avg Close Range
Q2 2025
Shares 119,090 Value ($000) $13,054 Avg Close Range
Q1 2025
Shares 113,025 Value ($000) $12,285 Avg Close Range
Q4 2024
Shares 106,612 Value ($000) $11,390 Avg Close Range
Q3 2024
Shares 99,539 Value ($000) $11,246 Avg Close Range
Q2 2024
Shares 92,597 Value ($000) $9,919 Avg Close Range
Q1 2024
Shares 87,233 Value ($000) $9,501 Avg Close Range
Q4 2023
Shares 81,999 Value ($000) $9,074 Avg Close Range